This information is intended for advisory professionals only.
Clients place their trust in you every day. Your chosen platform should help reinforce that trust.
Platforms provide far more than just functionality. Advisers need a partner with a proven track record, financial strength, award-winning service and technology they can rely on.
Discover the foundations that help advisers build client confidence.
The foundations of trust
At Transact, we have built a platform designed to support adviser and their clients for the long term. You can benefit from:
You can benefit from:
Award-winning service
Personal service that helps advisers deliver a better client experience.
Proprietary technology
Agile in-house developed technology supports a reliable, secure and evolving service.
Financial strength
A strong financial track record that supports confidence for the long term.
Seamless integrations
Two-way data feeds designed to simplify your administration and improve business efficiency.
Security by design
Robust processes, controls and oversight to help protect client assets and data.
Trusted by advisers. Recognised by the industry.
When choosing a platform partner, independent assessments can provide valuable reassurance.
Defaqto ratings
Use our Defaqto ratings to provide independent validation of the quality and breadth of our proposition.
In 2026, the Transact platform has been rated five stars by Defaqto and our service has been Gold Rated.
AKG assessment
Use our AKG assessment to provide further independent reassurance about the financial strength and service credentials of your recommended platform.
In 2026, AKG rated the financial strength of Integrated Financial Arrangements Ltd as ‘A’ (‘Superior’), and IntegraLife UK Ltd as ‘B+’ (‘Very Strong’). Both companies are responsible for the provision of wrappers via the Transact platform.
Industry Awards
Transact has consistently been recognised by advisers, paraplanners and industry experts for the quality of its platform, service and technology.
Recent examples include winning Best Platform at the Professional Paraplanner Awards and Provider of the year at the Money Marketing Awards, both in 2026.
Award-winning service
Exceptional service remains one of the most important factors when recommending a platform. Our dedicated head office and regionally aligned teams provide personal support, whether face-to-face, over the phone or online.
What makes us different?
Our customer service staff are trained across all aspects of the platform and can answer queries without having to hand off your queries to another team.
Advisers can benefit from an end-to-end service from onboarding and administration queries through to technical planning support - we are committed to helping advisers deliver exceptional client experiences.
In a recent study* by independent research firm Investment Trends of circa 900 advisers, Transact was given the highest net promoter score** of any platform and was rated the top platform for overall service by advisers who were asked to rate their primary platform.
*Source: Investment Trends 2026 UK Adviser Technology and Business Report
**Net Promoter Score is a metric used to measure how likely a customer is to recommend a company’s service to others. Investment Trends 2026 UK Adviser Technology and Business Report
Past service ratings, awards or adviser surveys are not a guarantee of future service experience, outcomes or investment performance.
Technology designed around advisers
Our technology is developed in-house, giving advisers access to a platform that continually evolves to meet their needs, and make financial planning easier for them and their clients. Through API integrations and two-way data feeds with leading adviser software providers, we can help firms reduce administration and improve efficiency.
Reduced manual processes
Improved data accuracy
Better-connected adviser technology
More time to spend with clients
Greater operational efficiency
Financially strong. Built for the long term.
Clients trust advisers to help secure their financial futures. That is why it is important to choose a platform with a strong financial track record and a long-term commitment to investing in people, service and technology. Transact is part of the IntegraFin Holdings plc Group, a FTSE 250-listed business with no debt and that is fully focused on the UK platform business, providing confidence that you can rely on us for the future.
Security at the heart of everything we do
The service we provide and the security we deliver are equally important. Advisers can rely on our robust processes, security controls and governance frameworks designed to help protect client assets and data. Our approach includes fraud prevention measures, encryption, and financial crime oversight from our dedicated financial crime team.
We engage in many security forums and follow the principles-based guidance, frameworks, and certification schemes shared by the National Cyber Security Centre protocols and our websites use HTTPS and Transport Layer Security (TLS) to encrypt data transmitted between browsers and our servers.
Technical expertise advisers can depend on
Financial planning can be complex. Our experienced technical services team provides technical information and support for advisers navigating areas including trusts, pensions and estate planning. Combining platform expertise with technical knowledge, we help advisers deliver advice with confidence.
